AccuLynx + Constant Contact
Add new AccuLynx jobs by milestone to a Constant Contact contact list
Stay on top of your project management tasks with this automation. When a new list of jobs by milestone is generated in AccuLynx, it will lead to the addition of a new contact in your designated list on Constant Contact. With this workflow, you can ensure no client or prospect goes unnoticed, thereby enhancing your project management and communication efficiency.
Stay on top of your project management tasks with this automation. When a new list of jobs by milestone is generated in AccuLynx, it will lead to the addition of a new contact in your designated list on Constant Contact. With this workflow, you can ensure no client or prospect goes unnoticed, thereby enhancing your project management and communication efficiency.
- When this happens...List of Jobs by Milestone
Triggers when you get a list of current jobs by Milestone.
- automatically do this!Add Contact to List
Adds a contact to one or more lists.
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Standard MilestonesRequired
Try ItContactRequired
Lead source
Job category
Work type
Trade type
Notes
Priority
First street
Second street
City
State
Country
Zip code
Search term
NameRequired
Contact typeRequired
First nameRequired
Last nameRequired
Cross reference
Company name
Company job title
Note
Phone Number
Extension
Is this the primary phone number?
Can receive text messages?
Type of Phone Number
First nameRequired
Last name
Company name
Phone Number 1
Phone Extension 1
Phone Type 1
Phone Number 2
Phone Extension 2
Phone Type 2
Phone Number 3
Phone Extension 3
Phone Type 3
Email Address
Cross Reference
Job Category
Work Type
Street
Street 2
City
State
Zip Code
Country
Priority
Notes
Sales Person
Initial Appointment
Trade Types
NameRequired
NameRequired
